BRAVERMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRAVERMAN FAMILY CHARITABLE FOUNDATION (EIN 74-2940220)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-26
- IRS object ID
- 201201789349100205
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-26T09:56:42-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742988998 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE BARBER & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2147 E HILDEBRAND AVE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782096332 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742940220 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVERMAN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAV | NameControl |
| Phone | 2102222154 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MAIN AVENUE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78212 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHELDON P BRAVERMAN | Name |
| Title | PRESIDENT, TREASURER & DIRECTOR | Title |
| Phone | 2102222154 | Phone |
| Date Signed | 2012-06-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GENE BARBER | Name |
| PTIN | P00159768 | PTIN |
| Phone | 2102276363 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 481093 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -2542 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -2531 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4300 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2709 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2709 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2333 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2333 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9342 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9342 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35578 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35578 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 44920 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9342 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35578 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -47451 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 395666 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 474871 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 474871 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 128771 | InvestmentsOtherBOY |
| Investments Other EOY | 2198 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6222 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 524437 | TotalAssetsBOY |
| Total Assets EOY | 477069 | TotalAssetsEOY |
| Total Assets EOYFMV | 481093 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 524437 | RetainedEarningsBOY |
| Retained Earnings EOY | 477069 | RetainedEarningsEOY |
| Total Net Assets BOY | 524437 | TotalNetAssetsBOY |
| Total Net Assets EOY | 477069 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 524437 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 477069 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 524437 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -47451 | ExcessOfRevenueOverExpenses |
| Other Increases | 83 | OtherIncreases |
| Subtotal | 477069 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 477069 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FROM SCH K-1 RJO GLOBAL TRUST FEIN: 36-4113382 | P | 2011-03-31 | 887 | -887 | -887 |
| FROM SCH K-1 RJO GLOBAL TRUST FEIN: 36-4113382 | P | 2011-03-31 | 1655 | -1655 | -1655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2542 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44405 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 23147 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.918391 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 37962 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 25727 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.475570 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27104 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 26371 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.027796 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 45211 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 26292 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.719572 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 118349 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 29687 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 3.986560 | DistributionRatioYear5 |
| Total Distribution Ratio | 10.127889 | TotalDistributionRatio |
| Average Distribution Ratio | 2.025578 | AverageDistributionRatio |
| Net Noncharitable Assets | 21514 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 43578 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 43578 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35578 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 904 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 904 | TotalCreditsAndPayments |
| Overpayment | 904 | Overpayment |
| Amount Credited To Next Year | 904 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SHELDON P BRAVERMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2102222154 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MAIN AVE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782124701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SHELDON P BRAVERMAN | ||||||||
| 1100 N MAIN AVENUE | SAN ANTONIO | TX | 78212 | DIRECTOR/PRES/TREAS | 0.00 | 0 | 0 | 0 |
| PHYLLIS BRAVERMAN | ||||||||
| 1100 N MAIN AVENUE | SAN ANTONIO | TX | 78212 | DIRECTOR/SECRETARY | 0.00 | 0 | 0 | 0 |
| RICHARD M BRAVERMAN | ||||||||
| 3701 NOTTINGHAM | HOUSTON | TX | 77005 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| STUART E BRAVERMAN | ||||||||
| 232 CONSTANCE LANE | SANTA BARBARA | CA | 93105 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| SUSAN GAIL B BLUMENTHAL | ||||||||
| 11714 ELMSCOURT | SAN ANTONIO | TX | 78230 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5185 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16657 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 21842 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 21842 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 328 | CashDeemedCharitable |
| Net Noncharitable Assets | 21514 | NetNoncharitableAssets |
| Minimum Investment Return | 1076 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1076 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 1076 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1076 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1076 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35578 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 35578 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35578 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1076 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 117581 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 46290 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 26081 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 36676 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 43248 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 269876 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35578 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1076 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34502 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 304378 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 117581 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 186797 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 46290 | ExcessFromYear4 |
| Excess From Year3 | 26081 | ExcessFromYear3 |
| Excess From Year2 | 36676 | ExcessFromYear2 |
| Excess From Year1 | 43248 | ExcessFromYear1 |
| Excess From Current Year | 34502 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON P BRAVERMAN | ContributingManager |
| Contributing Manager | PHYLLIS BRAVERMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (73 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALAMO BREAST CANCER FOUNDATION | |||||||
| PO BOX 780067 | SAN ANTONIO | TX | 782780067 | NONE | PUBLIC CHARITY | RESEARCH | $35 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||
| PO BOX 19002 | NEW YORK | NY | 102770672 | NONE | PUBLIC CHARITY | RESEARCH | $360 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| PO BOX 13769 | NEWARK | NJ | 071883769 | NONE | PUBLIC CHARITY | EMERGENCY ASSISTANCE | $350 |
| AMERICAN HEART ASSOCIATION | |||||||
| 8415 WURZBACH RD | SAN ANTONIO | TX | 782293361 | NONE | PUBLIC CHARITY | RESEARCH | $25 |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 170800 | MILWAUKEE | WI | 532179959 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| PO BOX 170305 | MILWAUKEE | WI | 532179962 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| SUSAN KOMEN RACE FOR THE CURE | |||||||
| PO BOX 6477 | SAN ANTONIO | TX | 782090069 | NONE | PUBLIC CHARITY | RESEARCH | $100 |
| BEXAR CO MEDICAL SOCIETY | |||||||
| PO BOX 143027 | AUSTIN | TX | 787143027 | NONE | PUBLIC CHARITY | RESEARCH | $101 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 021359940 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| CANCER THERAPY & RESEARCH CENTER | |||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 782293900 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 |
| CONGREGATION AGUDAS ACHIM | |||||||
| 16550 HUEBNER RD | SAN ANTONIO | TX | 78248 | NONE | PUBLIC CHARITY | RELIGION | $244 |
| CONGREGATION B'NAI B'RITH | |||||||
| 1000 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | NONE | PUBLIC CHARITY | RELIGION | $3,386 |
| CONGREGATION RODFEI SHALOM | |||||||
| 3003 SHALOM DRIVE | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | RELIGION | $600 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 130707 | HOUSTON | TX | 772190707 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| ELEANOR KOLITZ ACADEMY | |||||||
| 12500 NW MILITARY HWY STE 150 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $704 |
| FACTS AND LOGIC ABOUT THE MIDDLE EAST INC (FLAME) | |||||||
| PO BOX 590359 | SAN FRANCISCO | CA | 941590359 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| FRIENDS OF LUBAVITCH CHABAD OF SANTA BARBARA | |||||||
| PO BOX 60224 | SANTA BARBARA | CA | 931600224 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $250 |
| HADASSAH | |||||||
| PO BOX 746 | NEW YORK | NY | 101010746 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 333 SEVENTH AVE 16TH FL | NEW YORK | NY | 100015019 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| HILLSDALE COLLEGE | |||||||
| PO BOX 96607 | WASHINGTON | DC | 200906607 | NONE | PUBLIC CHARITY | EDUCATION | $25 |
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| JEWISH FAMILY SERVICES | |||||||
| 12500 NW MILITARY HWY | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $400 |
| JEWISH FEDERATION OF SAN ANTONIO | |||||||
| 12500 NW MILITARY HWY STE 200 | SAN ANTONIO | TX | 78231 | NONE | PUBLIC CHARITY | EDUCATION | $2,050 |
| JEWISH FEDERATION OF SANTA BARBARA | |||||||
| 524 CHAPALA ST | SANTA BARBARA | CA | 931013412 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| JEWISH COUNCIL OF PUBLIC AFFAIRS | |||||||
| 116 E 27TH ST 10TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 305 7TH AVE 19TH FL | NEW YORK | NY | 100016008 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| MCNAY ART MUSEUM | |||||||
| PO BOX 6069 | SAN ANTONIO | TX | 782090069 | NONE | PUBLIC CHARITY | EDUCATION | $65 |
| MUSICAL BRIDGES AROUND THE WORLD INC | |||||||
| 24165 IH 10 W STE 217 PMB 129 | SAN ANTONIO | TX | 78257 | NONE | PUBLIC CHARITY | EDUCATION | $1,150 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1434 GREY OAK | SAN ANTONIO | TX | 78213 | NONE | PUBLIC CHARITY | RESEARCH | $100 |
| NATIONAL YIDDISH BOOK CENTER INC | |||||||
| 1021 WEST ST | AMHERST | MA | 010029950 | NONE | PUBLIC CHARITY | EDUCATION | $36 |
| OPERA SANTA BARBARA | |||||||
| 1330 STATE ST STE 209 | SANTA BARBARA | CA | 931012614 | NONE | PUBLIC CHARITY | EDUCATION | $1,500 |
| NEW LIFE CHRISTIAN CENTER | |||||||
| 12245 TIGER RD | HELOTES | TX | 78023 | NONE | PUBLIC CHARITY | RELIGION | $150 |
| PRESBYTERIAN SCHOOL | |||||||
| 5300 MAIN ST | HOUSTON | TX | 77004 | NONE | PUBLIC CHARITY | EDUCATION | $75 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 085435377 | NONE | PUBLIC CHARITY | EDUCATION | $175 |
| ROOSEVELT ELEMENTARY EDUCATION FOUNDATION | |||||||
| 1990 LAGUNA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| SAN ANTONIO INTERNATIONAL PIANO COMPETITION | |||||||
| PO BOX 781146 | SAN ANTONIO | TX | 782780067 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| SAN ANTONIO OPERA | |||||||
| 909 NE LOOP 410 STE 636 | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | EDUCATION | $150 |
| SAN ANTONIO SYMPHONY | |||||||
| PO BOX 658 | SAN ANTONIO | TX | 782930658 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| SAN ANTONIO MUSEUM OF ART | |||||||
| 200 WEST JONES AVE | SAN ANTONIO | TX | 78215 | NONE | PUBLIC CHARITY | EDUCATION | $130 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DE SOL | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | EDUCATION | $140 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 931033798 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $105 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| SOCIETY OF INTERVENTIONAL RADIOLOGY | |||||||
| PO BOX 418088 | BOSTON | MA | 022418088 | NONE | PUBLIC CHARITY | RESEARCH | $500 |
| SOUTHWEST SCHOOL OF ART AND CRAFT | |||||||
| 300 AUGUSTA | SAN ANTONIO | TX | 782051296 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| TEMPLE BETH EL | |||||||
| 211 BELKNAP | SAN ANTONIO | TX | 782125896 | NONE | PUBLIC CHARITY | RELIGION | $9,387 |
| SAN ANTONIO FOOD BANK | |||||||
| 5200 OLD US HWY 90 W | SAN ANTONIO | TX | 78227 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| SANSUM CLINIC | |||||||
| PO BOX 1200 | SANTA BARBARA | CA | 931021200 | NONE | PUBLIC CHARITY | RESEARCH | $100 |
| THE PATIENT INSTITUTE (BARSHOP JEWISH COMMUNITY CENTER OF SAN ANTONIO) | |||||||
| PO BOX 781971 | SAN ANTONIO | TX | 782781971 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| THE ROENTGEN FUND | |||||||
| 44211 SLATESTONE CT | LEESBURG | VA | 201769904 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $100 |
| UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY INC | |||||||
| PO BOX 898 | SAN ANTONIO | TX | 782930898 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,750 |
| UPSTATE MEDICAL UNIVERSITY | |||||||
| 750 E ADAMS ST 1510 | SYRACUSE | NY | 13210 | NONE | PUBLIC CHARITY | EDUCATION | $155 |
| WILLS EYE HOSPITAL SOCIETY | |||||||
| 257 LANKENAU MEDICAL BLDG EAST | WYNNEWOOD | PA | 19096 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $100 |
| WORLD JEWISH CONGRESS FEDERATION | |||||||
| PO BOX 90400 | WASHINGTON | DC | 200900400 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 4 EAST 34TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | EDUCATION | $75 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON ST | HOUSTON | TX | 770020174 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| SAN PEDRO PLAYHOUSE | |||||||
| PO BOX 12356 | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | EDUCATION | $700 |
| THE HERITAGE FOUNDATION | |||||||
| PO BOX 97057 | WASHINGTON | TX | 200777315 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| CASA ESPERANZA HOMELESS CENTER | |||||||
| PO BOX 24116 | SANTA BARBARA | CA | 931214116 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| ANTHONY TRUST ASSOCIATION | |||||||
| PO BOX 205471 | NEW HAVEN | CT | 065205471 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| YALE UNIVERSITY | |||||||
| PO BOX 80355 | NEW HAVEN | CT | 065030803 | NONE | PUBLIC CHARITY | EDUCATION | $585 |
| SANTA BARBARA SYMPHONY | |||||||
| 1330 STATE ST STE 102 | SANTA BARBARA | CA | 931012614 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR STE 940 | LA JOLLA | CA | 920930940 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| UNITED WAY OF SANTA BARBARA COUNTY | |||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 931011736 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 1900 STATE ST STE G | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | HEALTH SERVICES | $100 |
| HOUSTON BALLET | |||||||
| PO BOX 3645 | HOUSTON | TX | 772533271 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4687 N MESA ST STE 200 | EL PASO | TX | 79912 | NONE | PUBLIC CHARITY | RESEARCH | $100 |
| JEWISH NATIONAL FUND | |||||||
| PO BOX 5609 | HICKSVILLE | NY | 118025609 | NONE | PUBLIC CHARITY | EDUCATION | $50 |
| KIPP ACADEMY | |||||||
| 731 FREDERICKSBURG RD | SAN ANTONIO | TX | 78201 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| KUSC | |||||||
| PO BOX 80354 | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | EDUCATION | $60 |
| FOUNDATION OF THE AMERICAN ACADEMY OF OPHTHALMOLOGY | |||||||
| PO BOX 429098 | SAN FRANCISCO | CA | 941429098 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| HEARTGIFT SAN ANTONIO | |||||||
| PO BOX 160157 | SAN ANTONIO | TX | 78280 | NONE | PUBLIC CHARITY | RESEARCH | $130 |
| RSNA R&E FOUNDATION | |||||||
| PO BOX 4799 | CAROL STREAM | IL | 601974799 | NONE | PUBLIC CHARITY | EDUCATION & RESEARCH | $250 |
| FRIENDS OF IDF | |||||||
| 4629 MARCO DR | SAN ANTONIO | TX | 78218 | NONE | PUBLIC CHARITY | EDUCATION | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35578 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$2,542 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$2,531 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -2531 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,300 | Amount |
| Net Investment Income | 4300 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FRACTIONAL INTEREST IN RJO GLOBAL TRUST | AT COST | 0 | 0 |
| FRACTIONAL INTEREST IN JWH SPECIAL CIRCUMSTANCE LLC | AT COST | 2198 | 6222 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FROM SCH K-1 RJO GLOBAL TRUST | 2165 | 2165 | 0 |
| FROM SCH K-1 JWH SPECIAL CIRCUMSTANCE LLC | 168 | 168 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES FROM SCH K-1 RJO GLOBAL TRUST | Description |
| Amount | $83 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $2,709 | Amount |
| Net Investment Income | 2709 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments